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Delta Financial Group’s Halliburton HAL Stock Holding History

Delta Financial Group’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,202
Closed -$277K – 263
2024
Q4 		$277K Buy
+10,202
New +$298K 0.06% 201
2024
Q2 		– Sell
-12,076
Closed -$476K – 156
2024
Q1 		$476K Buy
12,076
+1
+0% +$36 0.14% 122
2023
Q4 		$436K Sell
12,075
-199
-2% -$7.65K 0.14% 118
2023
Q3 		$497K Buy
+12,274
New +$481K 0.17% 101
2023
Q2 		– Sell
-17,772
Closed -$562K – 129
2023
Q1 		$562K Sell
17,772
-449
-2% -$16.6K 0.22% 84
2022
Q4 		$716K Buy
+18,221
New +$645K 0.32% 58

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delta Financial Group's HAL Position: Q1 2025 in Review

Delta Financial Group sold out of Halliburton (HAL) in Q1 2025, closing a stake of 10,202 shares — an estimated $277K sold.

Delta Financial Group first reported a position in HAL in Q4 2022 and held it in 6 quarters. The position peaked at $716K in Q4 2022. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Delta Financial Group reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • Delta Financial Group sold 10,202 Halliburton shares in Q1 2025, an estimated $277K.
  • Delta Financial Group first reported a position in Halliburton in Q4 2022 and held it in 6 quarters.
  • Delta Financial Group's Halliburton position peaked at $716K in Q4 2022.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.